Nov 28, 2012 | Estate Planning & Probate
Thinking Beyond the $10,000 Box By Jeffrey G. Moore SAALFELD GRIGGS PC For many people, it is important to know that their spouse will have money available for emergencies. So they put money aside for that purpose. At the same time, however, people want to minimize...
Nov 28, 2012 | Estate Planning & Probate
The QTIP Trust: The Swiss Army Knife of Estate Planning By Estate Planning Practice Group SAALFELD GRIGGS PC Have you ever seen the TV show Survivor Man? The hero always pulls something out of his backpack that has multiple uses to save him. A Qualified Terminable...
Nov 28, 2012 | Estate Planning & Probate
The Problem With Deathbed Giving – Cashing the Check v. Cashier’s Check By Jeffrey G. Moore SAALFELD GRIGGS PC Although some folks say the estate and gift tax seems to be inching its way onto the endangered species list, many others feel that the repeal of...
Nov 28, 2012 | Estate Planning & Probate
The Joint Trust Craze: Who Says Community Property States Have All the Luck? (The IRS) By Jeffrey G. Moore SAALFELD GRIGGS PC Couples that reside in Community Property states (such as our neighbors Washington, Idaho and California—plus seven other states not including...
Nov 28, 2012 | Estate Planning & Probate
The Amusement of Estate Tax Reform: Are We There Yet? By Jeffrey G. Moore Saalfeld Griggs PC The newest thrill ride is Estate Tax reform. In 2001, Congress passed a law reforming what many thought was an outdated estate tax system. This “2001 Tax Act” gradually...
Nov 28, 2012 | Estate Planning & Probate
Tell Your Spouse/Personal Representative What They Really Need to Know and Address the Real Concerns By Estate Planning Practice Group SAALFELD GRIGGS PC Many people think an estate plan is a Will and some beneficiary designations on insurance and retirement accounts....
